FP&A Lead

Accountancy Action Limited; City Of London; Remote; GBP 60,000 - 90,000; Full time

Job summary

Accountancy Action Limited seeks an Interim FP&A Lead for a financial services client, a 6-month remote role with an ASAP start in London. You will own the operating forecast, finish its build-out, and run the 2027 budget through it for the business.

You will document a scalable FP&A process, work closely with the CEO and VP of Finance, and drive monthly reporting and budgeting cycles end-to-end.

Qualifications

• Extensive FP&A exposure including multi-entity forecasting and management reporting.
• Strong financial modelling skills with Advanced Excel.
• Experience collaborating with executives; ability to challenge assumptions.
• Immediate availability is preferred.

Responsibilities

• Own group operating forecast and reconcile to actuals.
• Build out and operationalise FP&A processes.
• Run monthly close, actuals vs forecast, and reforecast cycles.
• Develop monthly management/board reporting.
• Lead budget process end-to-end and document workflows.

Skills

FP&A

Revenue forecasting

Management reporting

Financial modelling

Advanced Excel

ACA/ACCA/CIMA

CRM data for modelling

Education

ACA/ACCA/CIMA qualified

Tools

Excel

CRM data

Job description

Our client, a financial services business based in London, is looking to recruit an FP&A Lead on a temporary basis (6 months). The role will be fully remote working.

Candidates must be immediately available to start to be considered as they want someone in ASAP.

The Interim FP&A Lead will own the operating forecast, finish its build-out, operationalise it, run the 2027 budget through it with the business, and hand over a documented, working FP&A process to a permanent hire. You will work closely with the CEO and VP of Finance.

Key responsibilities of the role will include:

• Take ownership of the group operating forecast - detailed planning and reconciling to actuals
• Prioritise and complete the outstanding build items, including working with CRM data to inform revenue drivers.
• Establish and run the monthly cycle including actuals-versus-forecast analysis, and reforecast cycle
• Materially contribute to establishing, delivering and improving monthly management/board reporting.
• Run review sessions with budget holders; challenge assumptions constructively and record decisions.
• Design and run the FY27 budget process end to end before the end of the year
• Document the model, monthly cycle / reforecasting process

What the client is looking for:

• Someone with extensive FP&A exposure that includes covering multiple entities, revenue forecasting and management reporting.
• Strong experience in financial modelling with Advanced Excel.
• A good relationship with AI to support with modelling
• Financial Services experience is a bonus but not essential.
• Ideally ACA, ACCA or CIMA qualified